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Financial advisor helping successful families by integrating planning, taxes and investments into a sound retirement strategy
Last updated
In 2025, True Wealth Design's revenue reached $1.2M. Since its launch in 2007, True Wealth Design has shown consistent revenue growth.
True Wealth Design reached a $3.6M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $3.6M | - |
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for True Wealth Design yet.
True Wealth Design employs approximately 11 people as of 2026.
True Wealth Design generates an estimated $1.2M in annual revenue.
True Wealth Design was founded by Kevin Kroskey.
The CEO of True Wealth Design is Kevin Kroskey.
True Wealth Design raised $0.
True Wealth Design has 11 employees.
True Wealth Design is headquartered in Akron, Ohio, United States.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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Valuation
$3.6M
2025 Revenue
$1.2M(Est.)
Funding
$0
Team · 2024
11
Founded
2007
| Year | Milestone | Source |
|---|---|---|
| 2025 | True Wealth Design Hit $1.2m revenue in September 2025 | Estimated |
| 2007 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 11 employees (November 2024) |
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